Carissa Jackson is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Truist Advisory Services, Brighthouse Financial, and AXA Distributors. Outside of her advisory role, she serves as a board member for the First Coast Cultural Center, a nonprofit supporting local arts, and holds board positions with the Ponte Vedra Chamber of Commerce and the Flagler Tiger Bay Club. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Christopher Oberley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. His background includes roles at JP Morgan Chase Bank and First Horizon Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven investment solutions.

Alex Bell is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Merrill and Bank of America in 2026, he worked at TIAA and TIAA-CREF Individual & Institutional Services for five years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Molly Vines is a Series 66-licensed financial advisor with Merrill in Jacksonville, FL, and has 24 years of industry experience. She has been with Merrill Lynch since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal and third-party teams for a range of clients including individuals, high-net-worth investors, and organizations.

Mark Peters is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and joined Fidelity Investments in 2025. Prior to his tenure at Fidelity, he was with MDA Enterprises Inc. for 17 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a range of clients, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and formal advisory roles.

Marc Porrazzo is a financial advisor at Merrill with 32 years of industry experience. He holds a Series 63 designation and has been with Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jamie Hartfield is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Jamie worked as an independent consultant for Rodan & Fields and served as a substitute teacher at First Baptist Academy of Jacksonville. Jamie continues to maintain ties with First Baptist Academy as a substitute teacher. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Kevin Victory is a financial advisor at Merrill in Jacksonville, FL, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Bank of America and PNC Bank. He serves as a trustee for a family special needs trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brendon Mitcham is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Fidelity, he was involved in various marketing and media roles, including positions at MADD Marketing LLC, Aletheia Digital, and Cox Media Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, combining proprietary fundamental research with quantitative analysis and systematic portfolio construction. The firm manages model portfolios using a range of mutual funds, ETFs, and ETPs, and serves both retail and institutional investors, including registered investment companies.

Sheryl Brown is a financial advisor with Merrill based in Jacksonville, FL, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and Bank of America, N.A. since 2011. Outside of her advisory role, she owns and manages rental properties in Jacksonville. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Zachary Stevenson is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Russo is a financial advisor with Merrill based in Jacksonville, Florida. He holds a Series 66 designation and has 15 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Loudon is a financial advisor with Fidelity in Jacksonville, FL, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior roles include positions at MassMutual and experience outside finance in education and the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Anila Mato is an International Wealth Advisor at Merrill Lynch Wealth Management. She brings extensive experience in serving affluent individuals, families, corporate executives, and business owners with customized investment guidance tailored to their financial goals. Fluent in English and Spanish, Anila and her team prioritize close client relationships and proactive service to anticipate and address complex financial needs. Anila joined Merrill in 2008, following three years as an advisor at UBS Private Wealth Management. Her prior roles include eight years at Goldman Sachs in the private client division, concentrating on ultra high net worth clients, and positions at Prudential Securities in both New York and Miami. She holds a Bachelor of Science degree in management and international business from Florida International University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to her professional work, Anila volunteers monthly with various organizations that focus on supporting women, girls, and victims of hardship. Her personal interests include fishing, sailing, camping, and cooking with her daughter.

Philip Galison is a financial advisor with Charles Schwab in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance within a large-scale, integrated structure encompassing advisory, brokerage, custody, and cash-sweep services.

Margaret O'Meara is a CFP®-certified financial advisor with 30 years of industry experience, currently with LPL Financial in Ponte Vedra, FL. She has been with LPL Financial and its predecessor since 2004. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Ranucci is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds a Series 63 designation and has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2016. He is based in Jacksonville, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Latisha Bennett is a Series 66-credentialed financial advisor with Merrill, based in Jacksonville, FL, with 25 years of industry experience. She has been with Merrill since 2010. Outside of her advisory role, she owns a lifestyle blog called Flip Flops and Tiaras and works as a consultant for a home-based business selling apparel and personal care products. She also serves on the board of the Seaside Mandarin PTA in Jacksonville. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves a variety of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, using model-based and discretionary investment strategies.

Glenn Weyand is a CFP® professional with over 31 years of experience in the financial industry. He is currently with LPL Enterprise and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in health insurance sales through Crabtree Ins & Fin'l Solutions. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Sandra David is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2000. Outside of her advisory role, she serves on the Regional Service Team for Cursillo in Christianity Region 7, a Catholic movement focused on evangelization and strengthening faith. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad range of clients including individuals, pension plans, and charitable organizations.